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Associated Bank

13 💼 Associated Bank Jobs / Employment

Teller - Janesville
new1 day ago
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Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: [email protected] or call: (800) 878-3282. Job Summary Provide our customers with fast, friendly customer service by always adhering to common courtesies and delivering the brand promise with every customer. Efficiently and accurately process customer transactions while adhering to all required policies and procedures. Support the sales process in the branch by identifying customer needs, promoting current offers and referring customers to other colleagues for assistance with financial solutions. Provide awareness and if warranted, demonstration of all channel capabilities and the overall benefit to the customer. Compliance Statement As a valued colleague of Associated Bank you play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner. Colleagues should provide customers a positive experience that includes undivided attention, straightforward and knowledgeable service and insure that the customers best interests are our number one priority. Consistency around customer experience guidelines is key and expected from all of our colleagues. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time. Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesnt meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associateds anonymous Ethics Hotline. Key Result Areas Customer Service Operational/Procedural Activities Accuracy Communication Team SupportJob Accountabilities Attract and retain customer relationships by extending a warm welcome and common courtesies to every customer and by providing accurate and timely service, which includes, but is not limited to, cashing checks, accepting deposits and withdrawals, handling loan and credit card payments, dispensing monetary instruments (domestic and foreign), fulfill business services, demonstrate and advance digital technology within established guidelines to ensure an excellent customer experience at every point of contact. Balance and proves cash daily to maintain accurate transactions processed and recordkeeping. Identifies payees and verifies signatures and endorsements, remains up-to-date on all security procedures. Answers telephone inquiries and provides information in accordance with company policies, while delivering an exceptional customer experience. Protect the Bank's financial interests by complying with internal and external policies, procedures, and regulations. Learn the banks products and services to retain and enhance customer account relationships. Identify opportunities to resolve customer needs and refer the customer to Bank Colleagues who can help meet their needs. Share product and service promotions and new opportunities with our customers including cross channel awareness and usage. Support and service fellow colleagues within and outside of the banking office by adhering to the companys vision and values while fulfilling our Brand promise. Perform office duties including maintaining office supplies and providing a professional, organized environment. Service the ATM machines, safe deposit area, vault and night drop, as assigned. In offices with Safe Deposit functions: monitor access to safe deposit boxes, open new safe deposit accounts, maintain lease agreements, and answer any questions to ensure client satisfaction and safety. Education High School or equivalent combination of education and experience , RequiredExperience Less than 2 years Demonstrated customer service skills and computer experience. , Required Less than 2 years Demonstrated customer service skills, 6 months of cash handling experience, computer experience, and sales and/or retail experience., PreferredSkills Verbal Communication , Intermediate Written Communication , Intermediate Mathematical , Intermediate Other: Attention to detail, Advanced Operate Office Equipment , Intermediate Microsoft Office , IntermediateGeneral Physical Condition Moderate physical activity; routine handling of objects of 21-50 pounds or continuous standing, walking, keyboard, or CRT work (at least 80% of time) OR periods of moderate discomfort due to noise and/or other adverse conditions.

Customer Care Specialist - Stevens Point - Associated Bank
new1 day ago
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Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: [email protected] or call: (800) 878-3282. Job Summary The Customer Care Specialist responds to customer inquiries from our differentiated and affluent customer segments. These inquiries come through multiple channels including telephone, e-mail, web chat and digital channels (including online, mobile & IVR) in a 24 x 7, cross-functional best in class organization. Specialists are required to have knowledge across all business lines: Consumer & Commercial Banking, Premier, Private, Colleague and could also include Treasury Management and Trust. Specialists must be flexible to support our customers during high call volume peaks and events including working after hours, evenings, weekends & holidays. They are expected to identify potential risk and exposure to the company and customer pertaining to fraud and identity theft when they are working with our customers. Once they identify risk, they must take the necessary steps to mitigate further impact to our customers and possible losses by locking down accounts if necessary and making the proper referrals to management or Financial Intelligence/Security. Specialists deliver exceptional customer service that is viewed by our customers as outperforming the competition. Sound judgment and analytical skills are critical to ensure first contact resolution and customer satisfaction. They leverage opportunities to increase revenue by deepening our customer relationships. They utilize in-depth knowledge to identify the needs of our customers and cross sell/up sell additional products and services. Specialists work in close collaboration with our business partners including treasury management officers, account executives, relationship managers, client delivery specialists and AIS and Trust colleagues to ensure all customer interactions are resolved with the highest degree of customer satisfaction. The Specialist is a mentor/champion for advanced products and services training including loans, H.S.A, Concierge, Premier, Private Banking, Treasury Management and Trust skill sets. They participate in outbound calling projects and problem solving for system issues or events that affect our customers. Use their technical knowledge and trouble shooting skills to resolve complex customer issues, ensure first contact resolution and assist other colleagues in a professional manner. Specialists must make independent decisions that benefit both the customer and company including refunding fees and making exceptions to policies when appropriate. They have additional system access to make exceptions to certain procedures and perform more complex maintenance. Specialists act as leads on site during evenings and weekends on occasion and assist our colleagues on Support lines and with any facilities type issues that may come up. They are expected to ensure they know when to contact the Officer on Duty to ensure awareness and escalate issues as they occur. Compliance Statement Responsible for expanding and deepening customer relationships by identifying customers needs comprehensively and matching their needs with selections and resources within the colleagues assigned business line and across all business lines of Associated Bank. As a valued colleague of Associated Bank you play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner. Colleagues should provide customers a positive experience that includes undivided attention, straightforward and knowledgeable service and ensure that the customers best interests are our number one priority. Consistency around customer experience guidelines is key and expected from all of our colleagues. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time. Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesnt meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associateds anonymous Ethics Hotline. Key Result Areas Customer Service Team Support Problem Solving Communication Logical Thinking Customer Retention Sales Sales and activity tracking Training/Coaching Quality AssuranceJob Accountabilities Respond to customer's telephone, chat and email inquiries in a 24 x 7 x 365 environment. Respond in a professional and pleasant manner in all interactions. Utilize advanced training and technical skills to handle complex and unusual transactions. Provide accurate information across all business lines including our concierge business lines, Private, Trust, Colleague and Treasury Management segments . Offer solutions while demonstrating enthusiasm, apologizing sincerely for inconveniences, listening empathetically and tolerating difficult customers calmly. Work in close collaboration with our Business line partners including AIS, Client Deliver, CDTM product team, Account Executives, Relationship Managers and Treasury Management officers to communicate any customer impacting issues or solutions. Deliver quality services as a differentiator for our company to retain current customers and attract new business. Exercise good judgment according to current policies and procedures when resolving customer situations. When dealing with high risk transactions, (i.e.: Wires, ACH, 401K changes) specialists must follow policy and procedure and ensure they are always protecting the bank and customer from exposure to loss, fraud and identity theft. Heightened awareness of increased risk in this situations exists and our KYC and CIP policies must be followed. Work closely with our IT department and 3rd party vendors to report and resolve any technical issues as they arise. Use advanced troubleshooting technical skills to resolve common issues customers may have with browsers, file configurations and other issues common to some of the specialized products and services we support. Mentor and train new Specialists in advanced skill sets (Treasury Management, Private, Wealth) to assist them in all aspects of the job that they will need to be successful after training to meet all quality and productivity standards and to ensure customer satisfaction. Demonstrate ability to quickly change approach to a situation and adjust to constraints or multiple demands. Incorporate product, service and procedure changes communicated through a variety of mediums into everyday working procedures. Possess the aptitude to learn and navigate comfortably in an ever-changing technical systems environment. Keep current on frequent policy, product and procedural changes including customer mailings and promotions. Manage time and materials effectively. Prioritize and accomplish multiple tasks while effectively servicing customers in a timely manner. Perform and transact appropriate maintenance and monetary transactions including negotiation of fee refunds, lost/stolen debit cards, demographic updates, stop payments etc. Maintain fiscal responsibility when exercising judgment within prescribed guidelines. Collect information, evaluate criteria and inform customer of any fee decisions. Initiate opportunities to introduce Associated Bank products and services to existing and potential customers. Recognize and act upon cross-selling opportunities. Make referrals to support corporate sales initiatives and meet the customers needs. Direct conversation toward a sale by suggesting alternatives and recommending product changes. Overcome objections, strive to close the sale every time and show confidence after a refusal/rejection. Encourage others on team to participate in promotions. Help support colleagues by answering support line questions and acting as go to person on weekends and evenings. Ensure issues are escalated appropriately to management and Officer on Duty. Education Associate's Degree or equivalent combination of education and experience Or Technical Diploma, Required Associate's Degree , PreferredExperience 2-4 years 2-4 years customer service, banking, food service, insurance, or telemarketing/sales experience, Required 4-7 years 4-7 years call center, banking, trust, treasury management or sales experience, PreferredSkills Verbal Communication , Advanced Written Communication , Advanced Mathematical , Beginner Other: Attention to detail, Advanced Operate Office Equipment , Intermediate Microsoft Office , Intermediate Customer Relations , IntermediateGeneral Physical Condition No unusual physical effort, strain, or discomfort

Marketing Manager-Fee Income Business
new1 day ago
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Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: [email protected] or call: (800) 878-3282. Job Summary The incumbent is responsible for the development and execution of marketing plans and strategies, in support of all Fee Income lines of business. Key responsibilities include developing robust marketing plans that include, but are not limited to, traditional marketing (TV, OOH, Print, etc.), digital / social media, special events, sports affinities, and relationship building programs that are designed to get Associated Bank into the consideration set of new prospects and deepening the relationship with existing clients. The incumbent must have proven aptitude and long term success in the development of corporate and regional strategies, budgeting and the ability to apply that experience to successful execution of annual marketing plans. The incumbent is also responsible for driving sales enablement by being the catalyst for translating and disseminating marketing material that is utilized by front line producers. This includes the development and roll-out of an advertising re-sizing tool that will allow for moderate customization by line of business. This requires a thorough understanding of the essential functions of enabling a sales team and how successfully doing so drives value through collaboration and efficiency. The incumbent is responsible for providing a clear vision for sales enablement across the corporation, and more specifically, working directly with the senior leadership of the lines of business to understand their priorities and strategic objectives in order to build a sales enablement strategy to execute against the vision. The incumbent needs to form and maintain strong relationships across a wide range of constituents. It is critical that they collaborate effectively with key internal partners including Public Relations, Operations/IT, Legal/Compliance and the other Marketing support functions (Creative Services, research, analysis, tracking and reporting (RATR), e-Commerce, etc.) Compliance Statement Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesnt meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associateds anonymous Ethics Hotline. Key Result Areas Analysis Strategic Planning Strategic Thinking Team Support Communication Customer Service Reporting Other Provide access to all Corporate Marketing functions and expertise, including RATR, Creative Services, and e-Commerce Marketing. Other Directly responsible for the acquisition, retention and deepening of relationships with customers through effective marketing within assigned business units - the Marketing Manager is accountable for the lines of business or functional groups ability to reach their goals. Other Integration into client group operations, ensuring clear understanding of business priorities and issues. Other Supporting role in the development and execution of promotions and campaigns for the supported area across all regions. Other Implementation and successful execution of marketing programs across all channels. Other Execution includes, under the direction of the Director, the launching and management of promotions, campaigns or initiatives, monitoring the performance against objectives (in partnership with cross-functional partners and department peers) including the tracking, reporting and formal post-campaign analysis in partnership with the RATR team. Other The position requires the coordination of communications with key audiences which may include front line colleagues as well as internal partners, to ensure successful execution. Other Integration of supported lines of business with the Associated Bank corporate brand and ensuring that the areas value proposition is maintained in order to support the brand positioning statement and four brand attributes, while still meeting the unique communication needs of the business line/functional area.Job Accountabilities Assist in the development and implementation of effective annual marketing plans for the assigned business units that support their annual objectives and goals. Discover customer insights and industry trends that lead thought-leadership initiatives which translate to effective marketing efforts. Develop content to bring brand strategy and value proposition to market with most relevant touch points. Working with key partners, facilitate and oversee the analysis of the customer/client and prospect universe within assigned business units in order to provide strategic insight and market opportunities for the lines of business:a.Identifying and targeting optimal prospects and customersb. Execute marketing promotions that deliver against financial and production expectationsc.Manage marketing programs to capitalize on identified opportunitiesd.Utilize market research to inform lines of business as to customer priorities and market opportunities Ensure channel message integrity for all lines of business, ensuring continuity of message and focus. Continue to monitor marketing programs in order to enhance effectiveness and efficiency. Education Bachelor's Degree Marketing or related experience, Required Master's Degree Marketing or related experience, PreferredExperience 7-10 years Marketing experience, either within a mid-tier financial services company or equivalent marketing experience in a related industry (advertising, market research, etc.), Required 4-7 years Experience in the creation, development, execution, and tracking of holistic marketing programs., RequiredSkills Analytical , Intermediate Microsoft Office , Advanced Verbal Communication , Advanced Operate Office Equipment , Advanced Written Communication , Advanced Customer Relations , Advanced Organizational , Advanced Customer Relations , Advanced Other: Public Speaking and Presentation, Advanced Other: Ability to think creatively, strategically, and develop comprehensive marketing plans., Advanced Other: Ability to work effectively with others and influence constituents across functions both directly and indirectly., Advanced Other: Ability to work independent of daily supervision., AdvancedGeneral Physical Condition No unusual physical effort, strain, or discomfort

Teller - Appleton Northland
new1 day ago
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Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: [email protected] or call: (800) 878-3282. Job Summary Provide our customers with fast, friendly customer service by always adhering to common courtesies and delivering the brand promise with every customer. Efficiently and accurately process customer transactions while adhering to all required policies and procedures. Support the sales process in the branch by identifying customer needs, promoting current offers and referring customers to other colleagues for assistance with financial solutions. Provide awareness and if warranted, demonstration of all channel capabilities and the overall benefit to the customer. Compliance Statement As a valued colleague of Associated Bank you play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner. Colleagues should provide customers a positive experience that includes undivided attention, straightforward and knowledgeable service and insure that the customers best interests are our number one priority. Consistency around customer experience guidelines is key and expected from all of our colleagues. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time. Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesnt meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associateds anonymous Ethics Hotline. Key Result Areas Customer Service Operational/Procedural Activities Accuracy Communication Team SupportJob Accountabilities Attract and retain customer relationships by extending a warm welcome and common courtesies to every customer and by providing accurate and timely service, which includes, but is not limited to, cashing checks, accepting deposits and withdrawals, handling loan and credit card payments, dispensing monetary instruments (domestic and foreign), fulfill business services, demonstrate and advance digital technology within established guidelines to ensure an excellent customer experience at every point of contact. Balance and proves cash daily to maintain accurate transactions processed and recordkeeping. Identifies payees and verifies signatures and endorsements, remains up-to-date on all security procedures. Answers telephone inquiries and provides information in accordance with company policies, while delivering an exceptional customer experience. Protect the Bank's financial interests by complying with internal and external policies, procedures, and regulations. Learn the banks products and services to retain and enhance customer account relationships. Identify opportunities to resolve customer needs and refer the customer to Bank Colleagues who can help meet their needs. Share product and service promotions and new opportunities with our customers including cross channel awareness and usage. Support and service fellow colleagues within and outside of the banking office by adhering to the companys vision and values while fulfilling our Brand promise. Perform office duties including maintaining office supplies and providing a professional, organized environment. Service the ATM machines, safe deposit area, vault and night drop, as assigned. In offices with Safe Deposit functions: monitor access to safe deposit boxes, open new safe deposit accounts, maintain lease agreements, and answer any questions to ensure client satisfaction and safety. Education High School or equivalent combination of education and experience , RequiredExperience Less than 2 years Demonstrated customer service skills and computer experience. , Required Less than 2 years Demonstrated customer service skills, 6 months of cash handling experience, computer experience, and sales and/or retail experience., PreferredSkills Verbal Communication , Intermediate Written Communication , Intermediate Mathematical , Intermediate Other: Attention to detail, Advanced Operate Office Equipment , Intermediate Microsoft Office , IntermediateGeneral Physical Condition Moderate physical activity; routine handling of objects of 21-50 pounds or continuous standing, walking, keyboard, or CRT work (at least 80% of time) OR periods of moderate discomfort due to noise and/or other adverse conditions.

Residential Loan Officer, St. Paul
new1 day ago
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Equal Opportunity Employer Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: [email protected] or call: (800) 878-3282. JOB SUMMARY Responsible for the origination of regulatory compliant residential loan applications and for developing client referral relationships with realtors, builders, attorneys and other centers of influence. Responsible for expanding and deepening customer relationships by identifying customers needs and matching their needs with product selections and resources within the colleagues assigned business line and across all business lines of Associated Bank. Monitor the expedient processing of loan applications through regular contact with loan processors and conduct regular pipeline management. This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z. Responsible for selling Associated Bank products to existing customers and prospects. Responsible for expanding and deepening customer relationships by identifying and matching customer needs throughout Trust, Business Banking, Private Banking and Retail Departments. As a valued colleague of Associated Bank you play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner. Colleagues should provide customers a positive experience that includes undivided attention, straightforward and knowledgeable service and insure that the customers best interests are our number one priority. Consistency around customer experience guidelines is key and expected from all of our colleagues. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time. Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering and S.A.F.E. Act requirements. Must submit required information to meet registry requirements, obtain a unique identifier, and maintain the registration requirements as directed by the S.A.F.E Act. Responsible to report any procedure or process that doesnt meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associateds anonymous Ethics Hotline. KEY RESULT AREASSalesRegulation and ComplianceNew business developmentSales and activity tracking JOB ACCOUNTABILITIES Identify needs and refer customers to business partners within and across lines of business lines of business who can best meet those needs. Promote the Bank's loan programs in the community through regular contact with real estate relators, builders, attorneys, and other centers of influence. Follow up on leads generated by personal effort, regular contact from within the industry, call-in/walk-in inquiries, in addition to the support enhancements from Bank advertising, and direct mail efforts. Conduct regulatory compliant loan pre-qualification interview Explain and recommend the most appropriate available loan programs, based on a pre-qualification interview. Maintain a file of loan leads that do not immediately result in a formal application. Follow up on leads regularly until they apply for a loan with the Bank, apply for a loan with another lender, or withdraw from the mortgage market. Accept regulatory compliant residential mortgage loan applications from customers. Review applications for compliance with Bank, industry, and agency guidelines. Notify in a timely manner those applicants who do not qualify. Begin the processing of qualified applications as quickly as possible. Monitor the processing of the loan in accordance with Bank policies and procedures. Conduct all mortgage loan solicitation, origination, processing, and closing within the regulations of ECOA, RESPA, and other regulatory body requirements now in effect and those in the future, as they become effective. Active solicitation and origination of mortgage loan programs to all prospective borrowers including in low to moderate areas, and low to moderate income individuals. You will serve as the liaison to local, state, and federal government agencies, as well as not for profit community development groups. Cross-sell other Bank products and services to established cross-sale targets including checking accounts, savings accounts, home equity loans/lines, and mortgage life & disability insurance. Prepare records and reports as requested regarding loan solicitation, origination, and closing activities. QUALIFICATIONS: Required Education: Bachelor's Degree or equivalent combination of education and experience Preferred Education: Bachelor's Degree or equivalent combination of education and experience Finance, economics, real estate, or other business related field Required Experience: 2-4 years Residential loan processing or origination experience with a financial institution or mortgage banking company. Preferred Experience: 4-7 years Residential loan origination experience with a financial institution or mortgage banking company Special Skill Requirements:Verbal CommunicationWritten CommunicationComputer Systems (specify) Proficiency with typewriter, financial calculator, Bank data processing system, and personal computer.MathematicalOther Duties and Responsibilities Performs other duties as assigned. Job Requirements Adherence to Company policy and procedures is required. Perform duties in accordance with the Vision & Values of Associated Banc-Corp. Regular attendance is required. Basic math and reading skills, and attention to detail. Use of basic office equipment (e.g., photocopier, voice mail, "fax" machine, calculator, multiple line telephones, typewriter, computers etc.). Represent the organization in a professional and positive manner. Maintain credit exception approval percentages within corporate approved guidelines

Deposit Services Representative II - CRE - Chicago, IL
new1 day ago
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Equal Opportunity Employer Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: [email protected] or call: (800) 878-3282. JOB SUMMARY Support the Commercial Real Estate Relationship Managers (RM) by providing quality client service as it relates to all deposit related wire transfers, account inquiries, and overdraft reporting. Responsible for opening accounts, verifying and processing changes to existing accounts, answering client questions, and resolving related account problems to ensure customer satisfaction. Additionally, responsible for preparing all associated documents, assisting customers with signing documents necessary to complete transactions, receiving initial deposits and/or transferring funds from existing accounts or prepare sight draft to obtain funds. As a valued colleague of Associated Bank you play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner. Colleagues should provide customers a positive experience that includes undivided attention, straightforward and knowledgeable service and insure that the customers best interests are our number one priority. Consistency around customer experience guidelines is key and expected from all of our colleagues. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time. Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesnt meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associateds anonymous Ethics Hotline. KEY RESULT AREASProblem SolvingDeposit support & administrationCustomer ServiceSales SupportAsset QualityResearchOther Ensures compliance with bank policies and proceduresJOB ACCOUNTABILITIES Ensure the portfolio administration and risk management of each client relationship is in compliance with established Associated Banc-Corp credit policy, procedure and business strategy as well as commercial and regulatory guidelines. Opens accounts, verifies and processes changes to existing accounts, answers client questions, and resolves related account problems to ensure customer satisfaction. Prepare all documents and paper work, assist customers with signing documents necessary to complete transactions, receive initial deposits and/or transfer funds from existing accounts or prepare sight draft to obtain funds. Ensures positive public perception by extending a courteous greeting and welcome to existing or potential clients and providing quality client service in servicing their needs by adapting to differences in customers, identifying needs, presenting solutions through product benefits. Develop and monitor escrow accounts. Develops and maintains client relationships and recognizes referral opportunities throughout Trust, Business Banking, Private Banking, and Retail Departments. Enroll customers to enable their usage of all technologies central to maximizing convenience and accessibility. Process all TellerCapture transactions for Commercial Real Estate Department Review account analysis reports and take appropriate action if necessary. Place and maintain all collateral holds. QUALIFICATIONS: Required Education: Bachelor's Degree or equivalent combination of education and experience Business, Finance, Accounting, or related discipline Required Experience: 2-4 years Years of experience in CRE or commercial/retail banking. Required Experience: Working knowledge of loan documentation, loan structuring and collateral procedures Required Experience: Working knowledge of CRE lending policies and procedures Required Experience: Knowledge of DDA products in commercial and retail banking Special Skill Requirements:Customer RelationsAbility to Multi Task and PrioritizeOrganizationalOther: Excellent verbal, written and interpersonal skillsOther: Computer literate in Microsoft Office products, and the ability to quickly learn new software/systemsOther: Thorough knowledge of bank products, services and systemsOther: Proven analytical and accounting skillsOther Duties and Responsibilities Performs other duties as assigned. Job Requirements Adherence to Company policy and procedures is required. Perform duties in accordance with the Vision & Values of Associated Banc-Corp. Regular attendance is required. Basic math and reading skills, and attention to detail. Use of basic office equipment (e.g., photocopier, voice mail, "fax" machine, calculator, multiple line telephones, typewriter, computers etc.). Represent the organization in a professional and positive manner. Maintain credit exception approval percentages within corporate approved guidelines

Employee Benefits Sales Consultant
new1 day ago
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Equal Opportunity Employer Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: [email protected] or call: (800) 878-3282. Employee Benefits Sales Consultant As a dynamic and growing organization, Associated Benefits and Risk Consulting is seeking a motivated and experienced Sales Professional to join our team of Employee Benefits Consultants. Position Summary Associated Benefits and Risk Consulting is a premier employee benefits, business insurance and HR consulting agency based in Minnesota, Wisconsin and Illinois. We are known for our high energy, innovation and commitment to our clients and each other. As an Employee Benefit Consultant, you will build and maintain relationships with businesses, tailoring employee benefits and human resources programs in order to facilitate new business production. We provide you with a wealth of resources to help you reach your full potential. Every day at Associated Financial Group brings real opportunities for success and career development. In fact, our employees made us one of the best places to work in the Midwest! Benefits/Perks: Top earning potential the more business you develop, the greater your income! 401K, Employee Stock Ownership Plan and Pension Plan Comprehensive benefit package, banking benefits and wellness programs Great Sales training and onboarding along with Personal & Professional Development Leading edge technology, comprehensive tools and resources to assist you including top tier access to a wide variety of insurance carriers from regional to global HR Solutions clients have direct access to HR Consultants and services Partnership with Associated Bank provides a competitive edge we have the ability to service our clients total financial needs. Community involvement/volunteer opportunities highly supported. Networking opportunities with Company Resource Groups Job Responsibilities As an Employee Benefit Consultant you will discover and create relationships with companies and buying influences. A consultative approach is used with prospects to uncover needs and provide solutions in the area of group employee benefits. Although you will specialize in the group employee benefits segment of our business, you will also have strong partnership support from agency experts to offer a broad range of financial service solutions to clients. New business acquisition and client retention is critical to success. Spend significant portion of time seeking out new business by sourcing prospects (cold calls, warm calls, referrals, etc.), conducting introductory meetings, proposal meetings, and renewal meetings with businesses and organizations using ABRCs value added services and Strategic Selling methodology in order to generate and retain new business relationships. Deepens client relationships through cross selling -referring customers to business partners within and across lines of business who can best meet their needs. Acts as the quarterback on the servicing team to meet client expectations and retain clients - including being an advocate for clients with insurance carriers, third party administrators, service staff and professional resources. Maintains sold understanding of all of ABRC products and services, attends sales training seminars and product knowledge workshops. Stays current with industry trends Job Requirements As an Employee Benefit Consultant you must have a passion for results, are self-motivated, and possess the ability to develop strong business relationships in order to develop new business. The successful candidate will have Insurance Industry experience, ideally demonstrated by a designation or two, sales experience, and a strong desire to work in a client relationship capacity. Other requirements Bachelors Degree or equivalent combination of education and experience 5+ years of Insurance Industry and/or Benefits experience which could be achieved through any of the following: insurance agency or insurance carrier experience, or HR Benefits role Prior Sales experience required and prior Insurance Sales is highly preferred Life and Health and Property Casualty Licenses required within 3 months of employment preference given to those with existing insurance licensing. We hire smart and ambitious self-starters and provide a wealth of resources to help you reach your full potential. Therefore, seize your new career opportunity as an Employee Benefits Consultant with Associated Benefits and Risk Consulting and come join in the spirit of our success!

Temporary Teller - Chicago Monroe St.
new1 day ago
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Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: [email protected] or call: (800) 878-3282. Job Summary Provide our customers with fast, friendly customer service by always adhering to common courtesies and delivering the brand promise with every customer. Efficiently and accurately process customer transactions while adhering to all required policies and procedures. Support the sales process in the branch by identifying customer needs, promoting current offers and referring customers to other colleagues for assistance with financial solutions. Provide awareness and if warranted, demonstration of all channel capabilities and the overall benefit to the customer. Compliance Statement As a valued colleague of Associated Bank you play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner. Colleagues should provide customers a positive experience that includes undivided attention, straightforward and knowledgeable service and insure that the customers best interests are our number one priority. Consistency around customer experience guidelines is key and expected from all of our colleagues. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time. Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesnt meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associateds anonymous Ethics Hotline. Key Result Areas Customer Service Operational/Procedural Activities Accuracy Communication Team SupportJob Accountabilities Attract and retain customer relationships by extending a warm welcome and common courtesies to every customer and by providing accurate and timely service, which includes, but is not limited to, cashing checks, accepting deposits and withdrawals, handling loan and credit card payments, dispensing monetary instruments (domestic and foreign), fulfill business services, demonstrate and advance digital technology within established guidelines to ensure an excellent customer experience at every point of contact. Balance and proves cash daily to maintain accurate transactions processed and recordkeeping. Identifies payees and verifies signatures and endorsements, remains up-to-date on all security procedures. Answers telephone inquiries and provides information in accordance with company policies, while delivering an exceptional customer experience. Protect the Bank's financial interests by complying with internal and external policies, procedures, and regulations. Learn the banks products and services to retain and enhance customer account relationships. Identify opportunities to resolve customer needs and refer the customer to Bank Colleagues who can help meet their needs. Share product and service promotions and new opportunities with our customers including cross channel awareness and usage. Support and service fellow colleagues within and outside of the banking office by adhering to the companys vision and values while fulfilling our Brand promise. Perform office duties including maintaining office supplies and providing a professional, organized environment. Service the ATM machines, safe deposit area, vault and night drop, as assigned. In offices with Safe Deposit functions: monitor access to safe deposit boxes, open new safe deposit accounts, maintain lease agreements, and answer any questions to ensure client satisfaction and safety. Education High School or equivalent combination of education and experience , RequiredExperience Less than 2 years Demonstrated customer service skills and computer experience. , Required Less than 2 years Demonstrated customer service skills, 6 months of cash handling experience, computer experience, and sales and/or retail experience., PreferredSkills Verbal Communication , Intermediate Written Communication , Intermediate Mathematical , Intermediate Other: Attention to detail, Advanced Operate Office Equipment , Intermediate Microsoft Office , IntermediateGeneral Physical Condition Moderate physical activity; routine handling of objects of 21-50 pounds or continuous standing, walking, keyboard, or CRT work (at least 80% of time) OR periods of moderate discomfort due to noise and/or other adverse conditions.

Business Intelligence & Analytics Manager - Hopkins
new1 day ago
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As a dynamic and growing organization, Associated is seeking a Business Intelligence & Analytics Manager to join our Minnetonka team. At Associated, we provide you with a wealth of resources to help you reach your full potential. Every day at Associated Benefits and Risk Consulting brings real opportunities for success and career development. In fact, our employees made us one of the best places to work in the Midwest! Benefits/Perks: Top earning potential the more business you develop, the greater your income! 401K, Employee Stock Ownership Plan and Pension Plan Comprehensive benefit package, banking benefits and wellness programs Great Sales training and onboarding along with Personal & Professional Development Leading edge technology, comprehensive tools and resources to assist you including top tier access to a wide variety of insurance carriers from regional to global HR Solutions clients have direct access to HR Consultants and services Community involvement/volunteer opportunities highly supported. Networking opportunities with Company Resource Groups Position details: Work directly with business stakeholders to understand requirements, define and optimize processes and help drive process improvements to meet business operation needs in Salesforce Create and document application requirements by working together with those involved in the development of program enhancements and changes Ensure data integrity throughout Salesforce as well as between Salesforce and internal systems Keep track of data feeds to and from Salesforce to ensure their accuracy Responsible for communication and training around new Salesforce processes and custom integrations/objects Document and maintain processes, policies, application configuration and help related materials for users as database applications are developed Manage third-party Salesforce partners responsible for implementation Position Requirements: 2+ years as a Salesforce Administrator -required Salesforce Administrator (201) Certification -required Experience in creating dashboards, workflows, reports, validation rules, record types, approval processes, page layouts, etc. Assist in training of new users, and growing the Salesforce skill set across the organization Experience developing training materials and support to end users is preferred Einstein Wave Analytics experience preferred Experience in the Financial Services industry a plus We hire smart and ambitious self-starters and provide a wealth of resources to help you reach your full potential. Therefore, seize your new career opportunity as a Business Intelligence & Analytics Manager with Associated and come join in the spirit of our success!

Teller Supervisor I - East St Louis
new3 days ago
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Equal Opportunity Employer Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: [email protected] or call: (800) 878-3282. JOB SUMMARY Responsible for expanding and deepening customer relationships by identifying customers needs comprehensively and matching their needs with selections and resources within the colleagues assigned business line and across all business lines of Associated Bank. As a valued colleague of Associated Bank you play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner. Colleagues should provide customers a positive experience that includes undivided attention, straightforward and knowledgeable service and insure that the customers best interests are our number one priority. Consistency around customer experience guidelines is key and expected from all of our colleagues. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time. Responsible for ensuring our customers receive fast, friendly service and that common courtesies are extended to every customer. Directs the day to day operational activities of the teller area, directly supervises tellers to ensure each customers experience is positive and memorable, trains staff on operational issues, is knowledgeable of policies and procedures, makes judgment decisions and coaches for referrals. Responsible for expanding and deepening customer relationships by identifying customers needs comprehensively and matching their needs with selections and resources within the colleagues assigned business line and across all business lines of Associated Bank and coaching the teller team to do the same. The Teller Supervisor, in coordination with the Branch Manager is responsible for the operational integrity of the retail office. Also, may be called on to oversee the office in the Bank Manager's absence, where there isnt an Assistant Manager. Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesnt meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associateds anonymous Ethics Hotline. KEY RESULT AREAS Operational/Procedural/Administrative (45%) Customer Service (25%) Training, Coaching, Mentoring/Retaining (20%) Referrals (10%) JOB ACCOUNTABILITIES 1. Supervises Teller staff. Directs the day to day operations activities of the Teller area including: teller balancing, ordering cash, cash vault balancing, scheduling teller staff, ordering supplies, and completing daily and monthly reports, ensuring an excellent customer experience at every point of contact. 2. Participates in the interview and selection process, coaches, trains, develops, evaluates and and provides feedback to Tellers. 3. Performs periodic cash counts of Teller windows and cash vault. 4. Provides technical guidance and training to Tellers on operating procedures, monitors regulatory and compliance changes, and takes appropriate actions; ensures compliance with outside regulations and corporate Standard Operating Procedures. 5. Remain knowledgeable and conduct procedures relating to office security, including but not limited to: Security procedures, Monthly Audit Checklist requirements, security equipment testing, office security training, and surprise cash audits. Acts as a key security agent within the office. Makes security, check acceptance, and exception judgment calls in a manner that will protect Associated, our customers and colleagues against loss or fraud. 6. Maintain procedural proficiency in all products and services offered at the office. On a limited basis, may be called on to sell new accounts by gathering information about customer needs and recommending solutions to resolve customer needs. Requires understanding of sales, products, benefits, account ownership, forms and procedures. Assists customers in servicing issues. . 7. Supports the attainment of branch goals by coaching and motivating Tellers in indentifying opportunities to deepen customer relationships. Responsible for individual referrals and coaching the team in recognizing customer needs by leading by example. Participates in skill builder, branch huddles and other training sessions as directed. 8. Operates a teller window as needed. JOB SPECIFICATIONS Minimum Education High school diploma or equivalent. Based upon both job expectations and your level of knowledge and experience, you may be asked to complete additional educational training. This training may include in-house or outside seminars, correspondence courses, or college and technical school classes. Preferred Education Associates or Bachelor's Degree in business or related field or commensurate experience is required Minimum Experience Demonstrated customer service skills, and retail and/or sales experience, and computer experience. Organizational skills, Approachable, Consistent, Adaptability, Flexibility, Strong communication skills (written and verbal), Basic analytical skills, Time management, Good judgment, Sales, Problem-Solving. Composed, Genuine, Thorough, Focused, Attentive Listener, Approachable, Consistent, Attention to Detail, Follows Procedures, and Team Player Preferred Experience 1-2 years experience in a banking environment or 2 years demonstrated proficiency in the standard operations of an office, including personal production and accuracy. Leadership, Customer Service, Cross Selling. Other Duties and Responsibilities Performs other duties as assigned. Job Requirements Adherence to Company policy and procedures is required. Perform duties in accordance with the Vision & Values of Associated Banc-Corp. Regular attendance is required. Basic math and reading skills, and attention to detail. Use of basic office equipment (e.g., photocopier, voice mail, "fax" machine, calculator, multiple line telephones, typewriter, computers etc.). Represent the organization in a professional and positive manner. Supervision Teller Supervisor I: Typically supervises a staff of 4 or less colleagues.

Banker - Oshkosh Sawyer - Associated Bank
new1 day ago
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Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: [email protected] or call: (800) 878-3282. Under direct supervision of a Bank or Market Manager, the successful colleague will be responsible for assisting customers in a dual role focused on delivering exceptional service and quality with every transaction. The Banker will perform teller transactions, service customer needs and resolve issues, and when appropriate proactively sell Associated Bank products to existing customers and prospects. Banker's are responsible for identifying, expanding and deepening customer relationships through profiling and then recommending appropriate products and services. Bankers will also be responsible for making customer referrals to the appropriate line of business to meet their financial needs. The colleague in this position will also provide exceptional customer service through efficient and accurate processing customer transactions and be able to efficiently demonstrate all customer channels including digital capabilities. All Banker colleagues will be responsible for completing curriculum and passing Banker Certification before they are eligible for promotion. The Banker will strive to deliver a satisfying customer experience by fulfilling service requests and providing efficient and accurate transaction processing. This role will also support the operational integrity of the branch. The colleagues in this role may be asked to work multiple branch locations. This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z. COMPLIANCE STATEMENT Responsible for selling Associated Bank products to existing customers and prospects. Responsible for expanding and deepening customer relationships by identifying and matching customer needs throughout Trust, Business Banking, Private Banking and Retail Departments. As a valued colleague of Associated Bank you play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner. Colleagues should provide customers a positive experience that includes undivided attention, straightforward and knowledgeable service and insure that the customers best interests are our number one priority. Consistency around customer experience guidelines is key and expected from all of our colleagues. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time. JOB ACCOUNTABILITIES Acquire new and deepen existing customer relationships by initiating a thorough, quality conversations in order to identify customer needs and matching those needs with the appropriate Bank product or service. Requires strong understanding and execution of the Banks sales objectives, processes, tools and campaigns and must effectively demonstrate and sell all customer channels. Refer customers to other members of the branch team or select business partners including Private, Mortgage, AIS and Business Banking, as appropriate to meet the customer needs. Nurture and retain customer relationships by extending a courteous welcome and delivering accurate and timely customer service according to the established guidelines, including cashing checks, accepting deposits, and withdrawals, handling loan and credit card payments and dispensing monetary instruments and bonds. Look for opportunities to convert service activities into sales opportunities. Answer customer questions and resolve related account issues to ensure customer satisfaction, including phone and in-person. Perform service related activities such as on-boarding calls and appropriate follow-up with customers. Open new deposit related accounts, credit cards and savings products and process changes to existing accounts. Source new lending opportunities and support the process and closing requirements in line with banker duties. Requires understanding of sales, products, benefits, account ownership, forms, and procedures. Ensure that new accounts are properly processed and cross-sell opportunities are identified and pursued. Support the day-to-day operations activities of the branch as assigned including: cash vault balancing, reporting, tracking and servicing the ATM machines and night drop. Balance cash daily to maintain accurate transactions processed. Protect the Bank's financial interests by complying with internal and external policies, procedures, and regulations. This includes satisfactorily completing all required training and banker certification. Banker should perform reactive cross-sell activities such as campaign calls, e-refer follow-up and other related activities. Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering and S.A.F.E. Act requirements. Must submit required information to meet registry requirements, obtain a unique identifier, and maintain the registration requirements as directed by the S.A.F.E Act. Responsible to report any procedure or process that doesnt meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associateds anonymous Ethics Hotline. Proactive aisle prospecting required for in-store bankers. EDUCATION LEVEL Required High School or equivalent combination of education and experience Preferred Associate's Degree Business or related field EXPERIENCE RequiredLess than 2 years Experience working in a sales and goals based environment, with strong customer service focus. PreferredLess than 2 years Sales and/or financial industry experience Less than 2 years Technology use including use of computer and systems. SKILLS Skill Sets Other Skills Proficiency Verbal Communication Intermediate Customer Relations Intermediate Mathematical Intermediate Other: Digital technology aptitude and ability Intermediate Operate Office Equipment Intermediate Organizational Intermediate Written Communication Intermediate

Banker - Hudson Downtown - Associated Bank
new1 day ago
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Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: [email protected] or call: (800) 878-3282. Under direct supervision of a Bank or Market Manager, the successful colleague will be responsible for assisting customers in a dual role focused on delivering exceptional service and quality with every transaction. The Banker will perform teller transactions, service customer needs and resolve issues, and when appropriate proactively sell Associated Bank products to existing customers and prospects. Banker's are responsible for identifying, expanding and deepening customer relationships through profiling and then recommending appropriate products and services. Bankers will also be responsible for making customer referrals to the appropriate line of business to meet their financial needs. The colleague in this position will also provide exceptional customer service through efficient and accurate processing customer transactions and be able to efficiently demonstrate all customer channels including digital capabilities. All Banker colleagues will be responsible for completing curriculum and passing Banker Certification before they are eligible for promotion. The Banker will strive to deliver a satisfying customer experience by fulfilling service requests and providing efficient and accurate transaction processing. This role will also support the operational integrity of the branch. The colleagues in this role may be asked to work multiple branch locations. This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z. COMPLIANCE STATEMENT Responsible for selling Associated Bank products to existing customers and prospects. Responsible for expanding and deepening customer relationships by identifying and matching customer needs throughout Trust, Business Banking, Private Banking and Retail Departments. As a valued colleague of Associated Bank you play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner. Colleagues should provide customers a positive experience that includes undivided attention, straightforward and knowledgeable service and insure that the customers best interests are our number one priority. Consistency around customer experience guidelines is key and expected from all of our colleagues. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time. JOB ACCOUNTABILITIES Acquire new and deepen existing customer relationships by initiating a thorough, quality conversations in order to identify customer needs and matching those needs with the appropriate Bank product or service. Requires strong understanding and execution of the Banks sales objectives, processes, tools and campaigns and must effectively demonstrate and sell all customer channels. Refer customers to other members of the branch team or select business partners including Private, Mortgage, AIS and Business Banking, as appropriate to meet the customer needs. Nurture and retain customer relationships by extending a courteous welcome and delivering accurate and timely customer service according to the established guidelines, including cashing checks, accepting deposits, and withdrawals, handling loan and credit card payments and dispensing monetary instruments and bonds. Look for opportunities to convert service activities into sales opportunities. Answer customer questions and resolve related account issues to ensure customer satisfaction, including phone and in-person. Perform service related activities such as on-boarding calls and appropriate follow-up with customers. Open new deposit related accounts, credit cards and savings products and process changes to existing accounts. Source new lending opportunities and support the process and closing requirements in line with banker duties. Requires understanding of sales, products, benefits, account ownership, forms, and procedures. Ensure that new accounts are properly processed and cross-sell opportunities are identified and pursued. Support the day-to-day operations activities of the branch as assigned including: cash vault balancing, reporting, tracking and servicing the ATM machines and night drop. Balance cash daily to maintain accurate transactions processed. Protect the Bank's financial interests by complying with internal and external policies, procedures, and regulations. This includes satisfactorily completing all required training and banker certification. Banker should perform reactive cross-sell activities such as campaign calls, e-refer follow-up and other related activities. Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering and S.A.F.E. Act requirements. Must submit required information to meet registry requirements, obtain a unique identifier, and maintain the registration requirements as directed by the S.A.F.E Act. Responsible to report any procedure or process that doesnt meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associateds anonymous Ethics Hotline. Proactive aisle prospecting required for in-store bankers. EDUCATION LEVEL Required High School or equivalent combination of education and experience Preferred Associate's Degree Business or related field EXPERIENCE RequiredLess than 2 years Experience working in a sales and goals based environment, with strong customer service focus. PreferredLess than 2 years Sales and/or financial industry experience Less than 2 years Technology use including use of computer and systems. SKILLS Skill Sets Other Skills Proficiency Verbal Communication Intermediate Customer Relations Intermediate Mathematical Intermediate Other: Digital technology aptitude and ability Intermediate Operate Office Equipment Intermediate Organizational Intermediate Written Communication Intermediate

Teller - Appleton Darboy - Associated Bank
new1 day ago
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Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: [email protected] or call: (800) 878-3282. Job Summary Provide our customers with fast, friendly customer service by always adhering to common courtesies and delivering the brand promise with every customer. Efficiently and accurately process customer transactions while adhering to all required policies and procedures. Support the sales process in the branch by identifying customer needs, promoting current offers and referring customers to other colleagues for assistance with financial solutions. Provide awareness and if warranted, demonstration of all channel capabilities and the overall benefit to the customer. Compliance Statement As a valued colleague of Associated Bank you play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner. Colleagues should provide customers a positive experience that includes undivided attention, straightforward and knowledgeable service and insure that the customers best interests are our number one priority. Consistency around customer experience guidelines is key and expected from all of our colleagues. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time. Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesnt meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associateds anonymous Ethics Hotline. Key Result Areas Customer Service Operational/Procedural Activities Accuracy Communication Team SupportJob Accountabilities Attract and retain customer relationships by extending a warm welcome and common courtesies to every customer and by providing accurate and timely service, which includes, but is not limited to, cashing checks, accepting deposits and withdrawals, handling loan and credit card payments, dispensing monetary instruments (domestic and foreign), fulfill business services, demonstrate and advance digital technology within established guidelines to ensure an excellent customer experience at every point of contact. Balance and proves cash daily to maintain accurate transactions processed and recordkeeping. Identifies payees and verifies signatures and endorsements, remains up-to-date on all security procedures. Answers telephone inquiries and provides information in accordance with company policies, while delivering an exceptional customer experience. Protect the Bank's financial interests by complying with internal and external policies, procedures, and regulations. Learn the banks products and services to retain and enhance customer account relationships. Identify opportunities to resolve customer needs and refer the customer to Bank Colleagues who can help meet their needs. Share product and service promotions and new opportunities with our customers including cross channel awareness and usage. Support and service fellow colleagues within and outside of the banking office by adhering to the companys vision and values while fulfilling our Brand promise. Perform office duties including maintaining office supplies and providing a professional, organized environment. Service the ATM machines, safe deposit area, vault and night drop, as assigned. In offices with Safe Deposit functions: monitor access to safe deposit boxes, open new safe deposit accounts, maintain lease agreements, and answer any questions to ensure client satisfaction and safety. Education High School or equivalent combination of education and experience , RequiredExperience Less than 2 years Demonstrated customer service skills and computer experience. , Required Less than 2 years Demonstrated customer service skills, 6 months of cash handling experience, computer experience, and sales and/or retail experience., PreferredSkills Verbal Communication , Intermediate Written Communication , Intermediate Mathematical , Intermediate Other: Attention to detail, Advanced Operate Office Equipment , Intermediate Microsoft Office , IntermediateGeneral Physical Condition Moderate physical activity; routine handling of objects of 21-50 pounds or continuous standing, walking, keyboard, or CRT work (at least 80% of time) OR periods of moderate discomfort due to noise and/or other adverse conditions.

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